Creative Planning’s Estee Lauder EL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.98M | Buy |
113,717
+67,000
| +143% | +$5.41M | 0.01% | 963 |
|
|
2026
Q1 | $3.35M | Sell |
46,717
-30,154
| -39% | -$3.08M | ﹤0.01% | 1486 |
|
|
2025
Q4 | $8.05M | Sell |
76,871
-1,664
| -2% | -$161K | 0.01% | 716 |
|
|
2025
Q3 | $6.92M | Sell |
78,535
-250
| -0.3% | -$22.3K | 0.01% | 724 |
|
|
2025
Q2 | $6.37M | Buy |
78,785
+46,318
| +143% | +$2.98M | 0.01% | 679 |
|
|
2025
Q1 | $2.14M | Sell |
32,467
-7,664
| -19% | -$554K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $3.01M | Buy |
40,131
+9,902
| +33% | +$782K | ﹤0.01% | 895 |
|
|
2024
Q3 | $3.01M | Sell |
30,229
-42,147
| -58% | -$4M | ﹤0.01% | 860 |
|
|
2024
Q2 | $7.7M | Sell |
72,376
-5,393
| -7% | -$707K | 0.01% | 489 |
|
|
2024
Q1 | $12M | Buy |
77,769
+4,147
| +6% | +$588K | 0.01% | 365 |
|
|
2023
Q4 | $10.8M | Buy |
73,622
+38,094
| +107% | +$5.06M | 0.02% | 364 |
|
|
2023
Q3 | $5.14M | Buy |
35,528
+17,594
| +98% | +$2.93M | 0.01% | 528 |
|
|
2023
Q2 | $3.52M | Sell |
17,934
-1,170
| -6% | -$248K | ﹤0.01% | 619 |
|
|
2023
Q1 | $4.71M | Buy |
19,104
+188
| +1% | +$47.8K | 0.01% | 525 |
|
|
2022
Q4 | $4.69M | Buy |
18,916
+10,553
| +126% | +$2.36M | 0.01% | 506 |
|
|
2022
Q3 | $1.81M | Sell |
8,363
-811
| -9% | -$207K | ﹤0.01% | 732 |
|
|
2022
Q2 | $2.34M | Buy |
9,174
+1,586
| +21% | +$402K | ﹤0.01% | 666 |
|
|
2022
Q1 | $2.07M | Sell |
7,588
-112
| -1% | -$33.7K | ﹤0.01% | 714 |
|
|
2021
Q4 | $2.85M | Sell |
7,700
-1,683
| -18% | -$571K | ﹤0.01% | 581 |
|
|
2021
Q3 | $2.81M | Sell |
9,383
-434
| -4% | -$142K | 0.01% | 575 |
|
|
2021
Q2 | $3.12M | Buy |
9,817
+4,071
| +71% | +$1.23M | 0.01% | 533 |
|
|
2021
Q1 | $1.67M | Buy |
5,746
+532
| +10% | +$146K | ﹤0.01% | 797 |
|
|
2020
Q4 | $1.39M | Buy |
5,214
+174
| +3% | +$41.9K | ﹤0.01% | 813 |
|
|
2020
Q3 | $1.1M | Buy |
5,040
+1,297
| +35% | +$267K | ﹤0.01% | 760 |
|
|
2020
Q2 | $706K | Sell |
3,743
-224
| -6% | -$40K | ﹤0.01% | 883 |
|
|
2020
Q1 | $632K | Buy |
3,967
+180
| +5% | +$34.7K | ﹤0.01% | 833 |
|
|
2019
Q4 | $782K | Sell |
3,787
-546
| -13% | -$106K | ﹤0.01% | 901 |
|
|
2019
Q3 | $862K | Buy |
4,333
+98
| +2% | +$18.7K | ﹤0.01% | 821 |
|
|
2019
Q2 | $776K | Buy |
4,235
+392
| +10% | +$67K | ﹤0.01% | 870 |
|
|
2019
Q1 | $636K | Buy |
3,843
+836
| +28% | +$123K | ﹤0.01% | 919 |
|
|
2018
Q4 | $391K | Sell |
3,007
-397
| -12% | -$53.9K | ﹤0.01% | 1084 |
|
|
2018
Q3 | $495K | Buy |
3,404
+220
| +7% | +$30.5K | ﹤0.01% | 1083 |
|
|
2018
Q2 | $454K | Buy |
3,184
+94
| +3% | +$13.9K | ﹤0.01% | 1121 |
|
|
2018
Q1 | $463K | Buy |
3,090
+25
| +0.8% | +$3.46K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $390K | Buy |
3,065
+621
| +25% | +$74.6K | ﹤0.01% | 1212 |
|
|
2017
Q3 | $264K | Buy |
2,444
+344
| +16% | +$35.3K | ﹤0.01% | 1411 |
|
|
2017
Q2 | $202K | Buy |
2,100
+173
| +9% | +$15.9K | ﹤0.01% | 1512 |
|
|
2017
Q1 | $163K | Sell |
1,927
-232
| -11% | -$19.2K | ﹤0.01% | 1617 |
|
|
2016
Q4 | $165K | Sell |
2,159
-86
| -4% | -$6.99K | ﹤0.01% | 1516 |
|
|
2016
Q3 | $199K | Buy |
2,245
+972
| +76% | +$88.6K | ﹤0.01% | 1402 |
|
|
2016
Q2 | $116K | Buy |
1,273
+766
| +151% | +$71.5K | ﹤0.01% | 1572 |
|
|
2016
Q1 | $48K | Buy |
507
+108
| +27% | +$9.63K | ﹤0.01% | 2132 |
|
|
2015
Q4 | $35K | Sell |
399
-57
| -13% | -$4.85K | ﹤0.01% | 2405 |
|
|
2015
Q3 | $37K | Buy |
+456
| New | +$38.2K | ﹤0.01% | 2268 |
|
|
2015
Q2 | – | Sell |
-89
| Closed | -$7K | – | 1630 |
|
|
2015
Q1 | $7K | Sell |
89
-175
| -66% | -$13.8K | ﹤0.01% | 3383 |
|
|
2014
Q4 | $20K | Buy |
264
+111
| +73% | +$8.2K | ﹤0.01% | 2649 |
|
|
2014
Q3 | $11K | Sell |
153
-89
| -37% | -$6.7K | ﹤0.01% | 2883 |
|
|
2014
Q2 | $18K | Buy |
242
+168
| +227% | +$12.3K | ﹤0.01% | 2548 |
|
|
2014
Q1 | $5K | Hold |
74
| – | – | ﹤0.01% | 3072 |
|
|
2013
Q4 | $6K | Buy |
74
+21
| +40% | +$1.52K | ﹤0.01% | 2766 |
|
|
2013
Q3 | $4K | Sell |
53
-400
| -88% | -$27.1K | ﹤0.01% | 2794 |
|
|
2013
Q2 | $30K | Buy |
+453
| New | +$30.9K | ﹤0.01% | 1674 |
|
Other funds holding EL
Creative Planning's EL Position: Q2 2026 in Review
Creative Planning increased its Estee Lauder (EL) stake by 143% in Q2 2026, buying an estimated $5.41M and bringing the position to 113,717 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #963.
Creative Planning first reported a position in EL in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q1 2024. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.
- Creative Planning held 113,717 shares of Estee Lauder worth $8.98M as of Q2 2026.
- Creative Planning bought 67,000 Estee Lauder shares in Q2 2026, an estimated $5.41M.
- Estee Lauder made up 0.01% of Creative Planning's portfolio in Q2 2026, its #963 holding.
- Creative Planning first reported a position in Estee Lauder in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Estee Lauder position peaked at $12M in Q1 2024.
- 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.